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New York Life is dedicated to serving professional advisors

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What do you wantto do?

We have the answers... and we're happy to share

We're right herewith you

It all starts with you

We have the answers... and we're happy to share

Bring your career to life

Bring your career to life

We're hereto help

Bring your career to life

Individual Solutions

The office of Martin K. Green, Jr. provides individuals and families with innovative, cutting-edge products and services to help them grow, protect and conserve their wealth through all stages in life. Taking into account your needs, goals and tolerance to risk, we will work with you to bring clarity to where you’re going and how to get there. Some of our key services are detailed below.

Wealth Management and Retirement Planning

We work with our clients to design and implement a variety of accumulation and retirement income plans, offering insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds, and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your goals, risk tolerances and time horizon. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Estate Planning

A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We will work with you and your other advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your personal philosophies and family needs.

Asset Protection

There are numerous financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren. We can help you figure out what the right course of action is for your specific situation and objectives.

Charitable Planning

Charitable planning allows you to support the organizations and causes that matter to you, while often providing immediate income streams and reducing your tax burden. Numerous charitable giving strategies exist, and we can help you design and execute a charitable giving plan that is in alignment with your personal and philanthropic goals.

Disability and Extended Care Needs

To execute a sound retirement strategy, asset and income protection are a must. Designing a plan that encompasses managing costs for extended periods of care and disability insurance can help create the necessary balance in a portfolio to ensure stability and protection of assets.

401(k) and IRA Rollovers

When you leave a job or retire, you have a decision to make regarding your 401(k) money. While leaving those assets in the former employer’s plan is an option, a rollover can be a consideration. Working with your tax advisor, we can help you determine the right course of action for you. This may include: leaving the funds in your existing plan, if permitted, or rolling them into your new employer's plan, if on is available and rollovers are permitted. Each choice offers advantages and disadvantages, depending on your specific needs and retirement plan, such as the desired investment options and services, applicable fees, expenses, and withdrawal options, as well as required minimum distributions and tax treatment of applicable options.

Martin K. Green Jr.is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of NC.,SC.,VA.,CA., License # 0C25963,GA. & FLA. No insurance business may be conducted outside these states referenced.

Martin K. Green Jr. is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of MI, NC, & VA. No offers may be made or accepted from any resident outside the specific states referenced.

Martin K.Green Jr.is also separately registered as an investment adviser representative("IAR"), under Eagle Strategies LLC,a Registered Investment Adviser, offering advisory services in the state of N.C. As such these services are strictly intended for individuals residing in N.C.

Martin K. Green is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.

Martin K. Green, Member Agent, The Nautilus Group is a service of New York Life Insurance Company.